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The Three Bucket Approach to Retirement

July 4, 2015 Filed under Retirement

frm LIz Koh at Moneymax comes some sound advice on how best to get income from investments in retirement. She says this is a problem that has many possible solutions.

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Are you on track to your financial goals?

July 25, 2012 Filed under Personal financial management

One of questions most frequently asked of financial advisers by clients who are mid-way through life, is “Am I on track?” While it is not exactly a mid-life crisis kind of question, it seems to arise at about the time people realise they are past the half way point to retirement.

Your financial journey through life is a bit like running a marathon. Read more

Five Secrets to Happiness in Retirement

November 25, 2011 Filed under Personal financial management

The average person spends about a quarter of their life in retirement so it’s worth thinking about how to make those years enjoyable. Here are five simple principles that can help you find happiness and avoid misery in what should be the best time of your life. Read more

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